We are a financial planning and wealth management firm located in Birmingham Alabama. We have offices in downtown Birmingham and in Hoover. 

Although we’re a local boutique style firm, we have a national footprint and help service clients across the country. 

We’re technology friendly and happy to connect with you in whatever capacity suits you best: 

Phone, Video Conference or the “old-fashioned way”--face to face in our office or over a cup of coffee at your favorite place.


We want to help profoundly improve and protect your quality of life and business through productive, meaningful and authentic financial relationships. 

Yes. Relationships. 

Trailblazer Financial Planning aims to differentiate ourselves from others in our industry by utilizing the P3 method to create a wider array of services to offer, delivering them in a superior way, and keeping relationships at the core of our practice. 


To help significantly reduce the work, worry, confusion and uncertainty you experience around your personal or business finances, by developing a custom plan that leads you toward clarity and success.


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2 20th Street North, Suite 1500 Birmingham, AL 35203

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Trailblazer Financial Planning is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Jon Vogel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC.

We are licensed to sell securities in GA, AL, CO.  We are licensed to sell insurance in GA, AL & CO.

Supervisory Office: 1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338  Phone: 770.551.3400

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